Showing 1 to 12 of 35 results
Structural Factors Suggesting a Commodities Super Cycle
Taosha Wang, a Fidelity portfolio manager, argues that a confluence of structural factors, including concentrated supply, rising demand from electrification and AI, and underinvestment in new supply, is setting the stage for a commodities super cycle.
Structural Factors Suggesting a Commodities Super Cycle
Taosha Wang, a Fidelity portfolio manager, argues that a confluence of structural factors, including concentrated supply, rising demand from electrification and AI, and underinvestment in new supply, is setting the stage for a commodities super cycle.
Progress
44% Bias Score
Nvidia's Earnings Miss Triggers Market Uncertainty Amidst Global Equity Gains
Global equities showed modest gains on Thursday despite Nvidia's slightly disappointing earnings, which caused its stock price to fall and raised concerns in the tech sector; however, the MSCI World Equity Index rose 0.1 percent, and the pan-European Stoxx 600 rose 0.4 percent.
Nvidia's Earnings Miss Triggers Market Uncertainty Amidst Global Equity Gains
Global equities showed modest gains on Thursday despite Nvidia's slightly disappointing earnings, which caused its stock price to fall and raised concerns in the tech sector; however, the MSCI World Equity Index rose 0.1 percent, and the pan-European Stoxx 600 rose 0.4 percent.
Progress
44% Bias Score
BHP Profit Falls 26%, But Share Price Rises on Positive Outlook
BHP, the world's largest mining company, reported a 26% fall in annual profit to $10.2 billion for the year to June 30, but its share price rose 1.5% to A$42 due to a better-than-expected dividend and lower-than-expected costs. Iron ore profits were down 23.8% to $14.4 billion but copper profits sur...
BHP Profit Falls 26%, But Share Price Rises on Positive Outlook
BHP, the world's largest mining company, reported a 26% fall in annual profit to $10.2 billion for the year to June 30, but its share price rose 1.5% to A$42 due to a better-than-expected dividend and lower-than-expected costs. Iron ore profits were down 23.8% to $14.4 billion but copper profits sur...
Progress
44% Bias Score
Small-Cap Market Revival in Australia Driven by Rare Earths and Record Commodity Prices
Record highs in the ASX 200 and All Ords, surging commodity prices, and significant investments in rare earth mining are driving a resurgence in Australian small-cap stocks, potentially signaling a market inflection point.
Small-Cap Market Revival in Australia Driven by Rare Earths and Record Commodity Prices
Record highs in the ASX 200 and All Ords, surging commodity prices, and significant investments in rare earth mining are driving a resurgence in Australian small-cap stocks, potentially signaling a market inflection point.
Progress
56% Bias Score
Rising Costs and Gold Price Concerns Trigger Northern Star Share Price Plunge
Northern Star, Australia's leading gold miner, saw its share price fall 10.5% in five days and 18% in a month due to unexpectedly high production costs (\$2 billion capex increase) and concerns about a double peak in gold prices, potentially signaling a broader sector decline.
Rising Costs and Gold Price Concerns Trigger Northern Star Share Price Plunge
Northern Star, Australia's leading gold miner, saw its share price fall 10.5% in five days and 18% in a month due to unexpectedly high production costs (\$2 billion capex increase) and concerns about a double peak in gold prices, potentially signaling a broader sector decline.
Progress
40% Bias Score
Goldman Sachs Predicts \$4,000 Gold Price Surge Amidst Central Bank Buying Spree
Goldman Sachs forecasts gold prices to hit \$4,000 per ounce due to increased central bank purchases, spurred by concerns over US debt and asset seizure risks following the freezing of Russian assets in 2022.
Goldman Sachs Predicts \$4,000 Gold Price Surge Amidst Central Bank Buying Spree
Goldman Sachs forecasts gold prices to hit \$4,000 per ounce due to increased central bank purchases, spurred by concerns over US debt and asset seizure risks following the freezing of Russian assets in 2022.
Progress
48% Bias Score
Uranium Prices Surge Amidst Supply Disruptions and Renewed Demand
Increased demand for nuclear energy coupled with production shortfalls at major uranium mines has driven uranium prices to $76.65/lb, potentially reaching $125/lb, fueled by investor interest and speculative activity.
Uranium Prices Surge Amidst Supply Disruptions and Renewed Demand
Increased demand for nuclear energy coupled with production shortfalls at major uranium mines has driven uranium prices to $76.65/lb, potentially reaching $125/lb, fueled by investor interest and speculative activity.
Progress
52% Bias Score
Global Markets Cautious Amidst Potential US Rate Cuts
Global markets showed mixed reactions to potential U.S. interest rate cuts, with European markets declining while Asian markets showed mixed results; oil prices rose due to concerns about Russian supply disruptions; and the Canadian dollar remained relatively stable.
Global Markets Cautious Amidst Potential US Rate Cuts
Global markets showed mixed reactions to potential U.S. interest rate cuts, with European markets declining while Asian markets showed mixed results; oil prices rose due to concerns about Russian supply disruptions; and the Canadian dollar remained relatively stable.
Progress
36% Bias Score
Canadian Bank Earnings Growth Projected at 6 Percent, AI's Productivity Impact Debated
RBC analyst Darko Mihelic projects 6 percent year-over-year and 6 percent quarter-over-quarter growth in core EPS for major Canadian banks in Q3 2025, while BMO's Doug Porter suggests AI's productivity impact is less significant than the internet's, and Wells Fargo's Austin Pickle downgrades commodi...
Canadian Bank Earnings Growth Projected at 6 Percent, AI's Productivity Impact Debated
RBC analyst Darko Mihelic projects 6 percent year-over-year and 6 percent quarter-over-quarter growth in core EPS for major Canadian banks in Q3 2025, while BMO's Doug Porter suggests AI's productivity impact is less significant than the internet's, and Wells Fargo's Austin Pickle downgrades commodi...
Progress
44% Bias Score
Tariffs Push Up Prices, Dampening Expectations for Fed Policy Easing
U.S. inflation data, suggesting tariffs are increasing prices, caused global market pressure, dampening expectations for Federal Reserve policy easing; however, the Nasdaq reached a new high on news that Nvidia would resume selling AI chips to China.
Tariffs Push Up Prices, Dampening Expectations for Fed Policy Easing
U.S. inflation data, suggesting tariffs are increasing prices, caused global market pressure, dampening expectations for Federal Reserve policy easing; however, the Nasdaq reached a new high on news that Nvidia would resume selling AI chips to China.
Progress
40% Bias Score
Mega-Mining Mergers Driven by Copper Demand
Rio Tinto and Glencore, and BHP and Anglo American are nearing mega-mergers driven by the increasing global demand for copper, potentially creating two mining giants worth $315 billion in total; however, multiple governmental approvals are required.
Mega-Mining Mergers Driven by Copper Demand
Rio Tinto and Glencore, and BHP and Anglo American are nearing mega-mergers driven by the increasing global demand for copper, potentially creating two mining giants worth $315 billion in total; however, multiple governmental approvals are required.
Progress
48% Bias Score
Gold Prices Plunge: Opportunities Amidst Market Correction
Gold prices have fallen from over $3,400 per ounce to $3,175.87 in recent days, reversing a months-long surge driven by inflation and geopolitical concerns, creating opportunities for strategic investors.
Gold Prices Plunge: Opportunities Amidst Market Correction
Gold prices have fallen from over $3,400 per ounce to $3,175.87 in recent days, reversing a months-long surge driven by inflation and geopolitical concerns, creating opportunities for strategic investors.
Progress
48% Bias Score
Showing 1 to 12 of 35 results